WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
37 hedge funds and large institutions have $24.7M invested in WisdomTree U.S. ESG Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
0% more funds holding
Funds holding: 37 → 37 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
12% less capital invested
Capital invested by funds: $28.2M → $24.7M (-$3.51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$860K |
| 2 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$214K |
| 3 |
LPL Financial
San Diego,
California
|
+$197K |
| 4 |
MLA
My Legacy Advisors
Bend,
Oregon
|
+$53.2K |
| 5 |
Morgan Stanley
New York
|
+$35.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.85M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$496K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$357K |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
-$325K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$320K |
RESP Hedge Fund Activity: Q3 2023 in Review
37 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2023, worth a combined $24.7M — down 12% from $28.2M a quarter earlier.
Fund positioning in RESP was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 10 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $860K. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $1.85M sold.
- 37 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $24.7M of WisdomTree U.S. ESG Fund stock for Q3 2023, down 12% quarter-over-quarter.
- 4 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2023 and 4 closed out, a net change of 0 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q3 2023 was Citadel Advisors, an estimated $860K added.
- The largest WisdomTree U.S. ESG Fund seller in Q3 2023 was Retirement Capital Strategies, an estimated $1.85M sold.
Based on aggregated 13F filings for Q3 2023.